SkyOak Wealth, LLC IJR Holdings History
SkyOak Wealth, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, SkyOak Wealth, LLC held 66,433.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $6.95 Mil. This investment constitutes 1.52% of their stock portfolio, and SkyOak Wealth, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q4. And since then SkyOak Wealth, LLC has made 16 purchases of IJR, at an average price of $90.19, for a total of 87,360.00 shares. In addition, there have been 5 sales at an average price of $113.56 for 20,927.00 shares. Based on historical transaction data and IJR's current price of $114.15, SkyOak Wealth, LLC's estimated gain on his IJR holdings is $2.08 Mil, reflecting a 26.41% gain to date.
SkyOak Wealth, LLC IJR ($114.15) Holding Chart
SkyOak Wealth, LLC IJR ($114.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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